Executive Summary — CapitalCosm Interview with John Polomny (50 min)
Overview
In this conversation, John Polomny lays out a nuanced, macro-driven case for silver that challenges both extreme bullish hype and short-term price chasing. While clearly bullish long-term, Polomny stresses valuation discipline, supply realities, and the structural constraints of silver production—arguing that silver’s next major move will be driven by macro forces, energy costs, and industrial demand rather than retail speculation.
